Support Desk

Create new task manually

There are 3 ways of task creation in Task Module of ERPCA. 

1) Manual Task

2) Bulk Import of Task &

3) Workflow Task.

For Task creation, click on "New Task" Button on the left top. A drop down will come up with all the 3 options of Task creation as shown below:

1) Manual Task: 

Manual Task can also be termed as Non-Recurring task ( i.e the tasks which are one time task only and whose workflow hasn't been set) you will find the page given below.

Follow the instruction as given in corresponding page.

2) Bulk Import Task: 

These are the already existing tasks which needs to be imported into the system. It has already been explained in previous module. 

3) Workflow Task:      

Workflow Tasks or Recurring Tasks are the tasks whose Workflow has been set up in in Workflow Module. Here you can see the month wise workflow tasks. Please refer below given screenshot for better understanding:

By selecting particular customer, can create new workflow (recurring) task.

After clicking on Create Task button system will ask for confirmation Press "Yes"